Just some comments on recent events & apologies in advance to be preaching to the converted .
Part 1 .1. Others ( lots of others ) are clearly nervous about their investment in IMU .... & I'm not going to debate what the stock is worth or not - the price of the shares is the price the market is happy to pay for them on the day .
2. Remember share prices pretty much reflect the perception of value .
There are so many examples of " Market Darling " stocks as they are referred whose share price was pushed through the roof - only to be caught out by the lack of "fundamental " value within the entity" ...and basically went belly up & all investors lost their equity . Slater & Gordon was a good example ( in recent times & others can quote many more )
3. Coming back to IMU - is there fundamental value there & I would say absolutely assuming the proof of concept of their "platforms " is validated ( there is a stack more that can be written about that !!!! )
4. Are IMU about to go belly up ???? - with a 100 mill in the kick I don't think so - unless the directors piss the funds away at the casino which would seem unlikely
5. Will their Cancer Treatment platforms " B Cell " " Oncolyc Virus " & " Oncaralytics " make a difference & are they likely to be of value ????( there is a stack more that can be written about that !!!! )
Evidence to date seems to indicate Yes , Yes & likely Yes on the "risk reward scale "
and potential value proposition going forward
6. " B Cell " & " Oncolyc Virus " appear to have X 3 main benefits ( and yes we have not yet seen a lot of data out of the clinical trials to date ) - I'm not that up to speed with Car T treatments - other than to know that they are extremely expensive .
Those benefits of B Cell & Oncolyc Virus platforms are :
( for then purpose of my comments lets assume they work OK " )
> Much Much lower cost to make & administer treatment than most "standard of care drugs " ( & Remember that the miracle feel good stories we read about the current standard of care - ref " synthetically manufactures antibodies - are coming off the back of treatment regimes that can cost $200 k - $500 k - limiting their application to a fortunate wealthy minority - or in some cases paid for by some ever extended and stretch government subsidized scheme )
> Looks like bugger all side effects - ( just go and search " lists of side effects from the BIG pharma SoC drugs ) ......
eg Keytruda https://www.keytrudalenvima.com/sid... KEYTRUDA,protein in your urine, constipation
> Possibly as effective or more effective than SoC treatments
7. Items in point 6 above all sound good - but there are real time lines involved to test and prove & get accredited - time line that likely many investors / punters what ever just dont understand & can tolerate
8. Right now - its a crappy market " inflation fears " " fear of loss from asset holders " ... etc etc .... we all get that .
So rats abandoning ship everywhere / experts coming out of the wood work ( many of whom I doubt wouldn't have a smidge of biological knowledge - or the faintest idea about any scientific concept or process ) ....experts with their 20: 20 hindsight wisdom
9. So what is the possible value proposition of the Oncology Treatment Platforms that IMU are working on ????
There are plenty of smart posters out there who can answer that .... and I'll throw in my own two bobs worth on the subject later .......
I've run out of time right now ....( but to be continued )
Idiots & dopes need not respond ...just keep the drivel flowing which HC seems to love - what ever makes you feel good . Traders trade it like your the "Gordon Gecko" or the " Axe Capital man " and beat yr chests about how smart you are .
(20min delay)